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EVOR for Contracting
Your workspace starts with the Contracting template: stages, roles, checklists, approvals and documents set up for how your work actually runs.
The Contracting workflow, connected
- Opportunity
- Estimate or BOQ
- Project
- Procurement
- Site progress
- Variation
- Milestone
- Invoice
- Collection
What usually goes wrong
- Variations are agreed verbally and never billed
- Procurement is not tied to the project budget
- Progress billing is assembled in Excel
- Profitability is known only at the end
A real example, end to end
Fit-out project: BOQ, milestones, two approved variations, POs against budget, progress invoices.
Project profitability
What a manager in Contracting opens first in the morning.
| Milestone | Due | Billing | Status |
|---|---|---|---|
| Mobilisation and survey | 15 Sep | 10% | Invoiced |
| Door frames installed | 05 Oct | 30% | In progress |
| Operators and testing | 25 Oct | 40% | Pending |
| Handover | 05 Nov | 20% | Pending |
Illustration using demo data from a fictional company.
What the template sets up for you
Everything below is configuration. Change it in settings as your business grows.
Roles
Administrator, Management, Sales Manager, Sales Executive, Project Manager, Operations Manager, Supervisor, Accounts Manager, Accountant, Store and Purchase Officer, HR / Admin, Read-only Auditor.
Pipeline stages
Qualification → Site inspection → Estimate / BOQ → Negotiation → Won.
Checklists
Site safety check, Completion check.
Approvals
Quotation above AED 50,000; Quotation discount above 10%; Purchase order above AED 10,000; Any credit note.
Automations
Follow up quiet quotations; Renewal opportunity for expiring AMC; Tell finance a job is ready to bill.
Documents
Quotation, tax invoice, work order, JCR, handover, AMC agreement and purchase order — numbered and branded.
Questions from Contracting companies
Can I change the template after signing up?
Do I have to use every module listed?
Can we import our existing customers and sites?
Start with the Contracting template.
Start with the template for your industry. Invite your team when you are ready.